Archer Financial Planning, LLC is an independent, Fee-Only, financial planning and registered investment advisory firm located in Louisville, KY.
Archer Financial Planning, LLC is an independent, Fee-Only, financial planning and registered investment advisory firm located in Louisville, KY. We are financial advisors to clients who are looking for an objective, professional opinion about their current financial circumstances and want help in formulating a plan to achieve their financial goals.
(1) An in-depth review of your current financial situation, and
(2) a blueprint that shows you how to achieve your goals and objectives for the future. Our financial planning process consists of seven distinct steps as outlined in Our Process. It is important to recognize that financial planning is an ongoing process — not a one-time event.
Please call us at (502) 403-1085 or use our convenient contact form to schedule a no-obligation Get Acquainted meeting in our New La Grange Road office. At our Get Acquainted meeting, we’ll talk about your financial goals and concerns and review a confidential questionnaire, you fill-in prior to our meeting. We think you will find the planning process to be stimulating and enlightening. Better yet, the end result will lead to greater peace of mind about your family’s financial future.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Lisa Archer, Principal, Archer Financial Planning, LLC. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Archer Financial Planning, LLC, a registered advisory firm in the states of Kentucky and Indiana. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any states other than Kentucky and Indiana. Archer Financial Planning, LLC is legally empowered to provide investment advisory services only to residents of Kentucky and Indiana. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.